CGCV vs VOO
CGCV vs VOO
Capital Group Conservative Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CGCV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.33% | 0.03% | |
| AUM | $1.9B | $979.0B | |
| Dividend Yield | 1.45% | 1.09% | |
| Holdings | 74 | 509 | |
| YTD Return | +9.56% | +11.51% | |
| 1Y Return | +16.15% | +21.46% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 9.8% | 14.1% | |
| Max Drawdown | -13.1% | -34.3% | |
| Fund Family | Capital Group (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 25, 2024 | Sep 7, 2010 |
CGCV vs VOO Performance
Capital Group Conservative Equity ETF (CGCV) is a ETF from Capital Group (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CGCV returned +16.15% while VOO returned +21.46%. Year to date, CGCV is up 9.56% versus a gain of 11.51% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 9.8% for CGCV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.1% for CGCV and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CGCV charges 0.33% per year while VOO charges 0.03%. On a $10,000 position that is $33 vs $3 annually, a gap of $30 per year that compounds over a long holding period. On income, CGCV currently yields 1.45% against 1.09% for VOO.
Holdings Overlap
CGCV and VOO share 65 holdings out of 513 unique holdings combined, representing a 34.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CGCV | Weight in VOO | Difference |
|---|---|---|---|
| AAPL | 3.02% | 6.59% | 3.57% |
| MSFT | 4.79% | 4.30% | 0.49% |
| NVDA | 1.18% | 7.51% | 6.33% |
| AVGO | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| PM | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
See all 10 holdings CGCV shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CGCV or VOO?
CGCV has an expense ratio of 0.33% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, CGCV or VOO?
Over the past year CGCV returned +16.15% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), CGCV annualized +16.61% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, CGCV or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 9.8% for CGCV. Worst drawdown: CGCV -13.1% vs VOO -34.3%.
Should I hold both CGCV and VOO?
CGCV and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CGCV and VOO?
CGCV and VOO share 65 common holdings with a 34.9% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, CGCV or VOO?
CGCV yields 1.45% while VOO yields 1.09%, so CGCV currently pays the higher dividend yield.
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